Lee Financial’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-158
| Closed | -$5.08K | – | 843 |
|
|
2023
Q1 | $5.08K | Buy |
+158
| New | +$5.08K | ﹤0.01% | 529 |
|
|
2022
Q2 | – | Sell |
-44
| Closed | -$2K | – | 1023 |
|
|
2022
Q1 | $2K | Sell |
44
-992
| -96% | -$45.1K | ﹤0.01% | 692 |
|
|
2021
Q4 | $40K | Buy |
+1,036
| New | +$40K | 0.01% | 281 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$6K | – | 524 |
|
|
2019
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 415 |
|
|
2019
Q2 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 422 |
|
|
2018
Q3 | – | Sell |
-203
| Closed | -$5K | – | 740 |
|
|
2018
Q2 | $5K | Buy |
203
+1
| +0.5% | +$25 | ﹤0.01% | 623 |
|
|
2018
Q1 | $6K | Hold |
202
| – | – | ﹤0.01% | 602 |
|
|
2017
Q4 | $6K | Buy |
202
+1
| +0.5% | +$30 | ﹤0.01% | 419 |
|
|
2017
Q3 | $5K | Buy |
+201
| New | +$5K | ﹤0.01% | 410 |
|